| BFG |
BFG |
92%
|
Loans are sourced primarily through our referral relationship with BFG. |
| ELEVATE |
ELEVATE |
90%
|
Note: Upstart, Elevate, Reach and FUTR Payments (formerly Hank Payments) are not on MoneyRailsTM, but FinWise does handle Payment Processing for them. |
| FUTR-PAYMENTS |
FUTR-PAYMENTS |
90%
|
Note: Upstart, Elevate, Reach and FUTR Payments (formerly Hank Payments) are not on MoneyRailsTM, but FinWise does handle Payment Processing for them. |
| REACH |
REACH |
90%
|
Note: Upstart, Elevate, Reach and FUTR Payments (formerly Hank Payments) are not on MoneyRailsTM, but FinWise does handle Payment Processing for them. |
| UPSTART |
UPSTART |
90%
|
Note: Upstart, Elevate, Reach and FUTR Payments (formerly Hank Payments) are not on MoneyRailsTM, but FinWise does handle Payment Processing for them. |
| ATLC |
Atlanticus Holdings Corporation |
72%
|
Fair Value on investment in BFG”, "Credit Enhanced", and revenue generated by non-lending activities. Note: SBA Guaranteed loans are guaranteed by U.S Small Business Administration; Strategic Program… |
| ATLC |
Atlanticus Holdings Corporation |
72%
|
Reciprocal relationship from ATLC graph: Reciprocal relationship from FINW graph: Fair Value on investment in BFG”, "Credit Enhanced", and revenue generated by non-lending activities. Note: SBA Guara… |
| BAFN |
BayFirst Financial Corp. |
72%
|
Fair Value on investment in BFG”, "Credit Enhanced", and revenue generated by non-lending activities. Note: SBA Guaranteed loans are guaranteed by U.S Small Business Administration; Strategic Program… |
| BAFN |
BayFirst Financial Corp. |
72%
|
Reciprocal relationship from BAFN graph: Reciprocal relationship from FINW graph: Fair Value on investment in BFG”, "Credit Enhanced", and revenue generated by non-lending activities. Note: SBA Guara… |
| BRBS |
Blue Ridge Bankshares, Inc. |
72%
|
Reciprocal relationship from BRBS graph: Reciprocal relationship from FINW graph: Fair Value on investment in BFG”, "Credit Enhanced", and revenue generated by non-lending activities. Note: SBA Guara… |
| BRBS |
Blue Ridge Bankshares, Inc. |
72%
|
Fair Value on investment in BFG”, "Credit Enhanced", and revenue generated by non-lending activities. Note: SBA Guaranteed loans are guaranteed by U.S Small Business Administration; Strategic Program… |
| CASH |
Pathward Financial, Inc. |
72%
|
Reciprocal relationship from CASH graph: Reciprocal relationship from FINW graph: Fair Value on investment in BFG”, "Credit Enhanced", and revenue generated by non-lending activities. Note: SBA Guara… |
| CASH |
Pathward Financial, Inc. |
72%
|
Fair Value on investment in BFG”, "Credit Enhanced", and revenue generated by non-lending activities. Note: SBA Guaranteed loans are guaranteed by U.S Small Business Administration; Strategic Program… |
| CCB |
Coastal Financial Corporation |
72%
|
Fair Value on investment in BFG”, "Credit Enhanced", and revenue generated by non-lending activities. Note: SBA Guaranteed loans are guaranteed by U.S Small Business Administration; Strategic Program… |
| CCB |
Coastal Financial Corporation |
72%
|
Reciprocal relationship from CCB graph: Reciprocal relationship from FINW graph: Fair Value on investment in BFG”, "Credit Enhanced", and revenue generated by non-lending activities. Note: SBA Guaran… |
| LOB |
Live Oak Bancshares, Inc. |
72%
|
Reciprocal relationship from LOB graph: Reciprocal relationship from FINW graph: Fair Value on investment in BFG”, "Credit Enhanced", and revenue generated by non-lending activities. Note: SBA Guaran… |
| LOB |
Live Oak Bancshares, Inc. |
72%
|
Fair Value on investment in BFG”, "Credit Enhanced", and revenue generated by non-lending activities. Note: SBA Guaranteed loans are guaranteed by U.S Small Business Administration; Strategic Program… |
| MCB |
Metropolitan Bank Holding Corp. |
72%
|
Fair Value on investment in BFG”, "Credit Enhanced", and revenue generated by non-lending activities. Note: SBA Guaranteed loans are guaranteed by U.S Small Business Administration; Strategic Program… |
| MCB |
Metropolitan Bank Holding Corp. |
72%
|
Reciprocal relationship from MCB graph: Reciprocal relationship from FINW graph: Reciprocal relationship from MCB graph: Reciprocal relationship from FINW graph: Reciprocal relationship from MCB grap… |
| OPRT |
Oportun Financial Corporation |
72%
|
Fair Value on investment in BFG”, "Credit Enhanced", and revenue generated by non-lending activities. Note: SBA Guaranteed loans are guaranteed by U.S Small Business Administration; Strategic Program… |
| OPRT |
Oportun Financial Corporation |
72%
|
Reciprocal relationship from OPRT graph: Reciprocal relationship from FINW graph: Fair Value on investment in BFG”, "Credit Enhanced", and revenue generated by non-lending activities. Note: SBA Guara… |
| BUSINESS-FUNDING-GROUP-LLC |
BUSINESS-FUNDING-GROUP-LLC |
62%
|
s. This stability reflects our continued focus on operational efficiency and strategic resource allocation. Equipment Leasing Programs Balance Sheet Strategy: • Originate for Investment • Origination… |
| FINWISE-INVESTMENT-LLC |
FINWISE-INVESTMENT-LLC |
62%
|
oceeds from exercise of stock options — 20 Net cash (used in) provided by financing activities ( 79,705 ) 60,826 Net change in cash and cash equivalents and restricted cash ( 66,453 ) 11,110 Cash, ca… |
| GUIDELINE-PUBLIC-COMPANY |
GUIDELINE-PUBLIC-COMPANY |
62%
|
ir value of each class of financial instruments on a recurring basis: Investment securities available-for-sale : Investment securities available-for-sale consist of U.S. Treasury securities and are c… |
| SECURITIES-INVESTOR-PROTECTION-CORPORATION |
SECURITIES-INVESTOR-PROTECTION-CORPORATION |
62%
|
ted to the credit enhanced program when compared to the growth rate of net charge-offs in that program. The total ratio of annualized NCO to average loans outstanding was lower during the three month… |
